Dental Practice Owner

Take control of your dental practice’s finances with comprehensive solutions from industry experts.

At CA Dental & Medical CPA, over 70% of our clients are dental practices, and that number is growing fast. We understand the day-to-day financial challenges dental practice owners face, from handling IRS and FTB communications to optimizing deductions.
With extensive experience in the dental field, our dedicated team is here to help you manage your finances, make informed decisions, and stay compliant with state and federal regulations.
Dental Practice Owner Cpa - Tax &Amp; Accounting Services

Year-Round Financial Guidance

As CPAs specializing in dental practices, we provide expert answers to your financial questions any time throughout the year. Whether you’re managing a single location or multiple practices, count on us to guide you confidently through every financial challenge.

Maximized Tax Deductions

We help your practice identify and maximize every eligible deduction, ensuring you save more and increase profitability. Our proactive guidance keeps your practice ahead of tax deadlines and focused on growth.

All-Inclusive, Fixed Monthly Pricing

Our clear, fixed monthly pricing covers all the essential services your practice needs—bookkeeping, tax filing, compliance, and expert guidance. No surprise bills—just complete, reliable support to help you manage the complexities of running a dental practice with ease and confidence.

Choose Package

Your All-Inclusive Accounting Plans for a Fixed Monthly Cost

silver plan

start at
$720
per month

Essential services for solo practitioners or small dental offices with basic financial needs, looking for expert guidance.

Bookkeeping
monthly
Bank & Credit Card Reconciliation
monthly
Comprehensive Financial Reports Preparation
monthly
Annual Statement Of Information Filing
BOI Reporting Assistance
Business And Personal Tax Return Filing
Prompt Responses To Accounting Questions
Biannual Tax And Business Strategy Meetings
--
Assistance With IRS, FTB, And EDD Letters
--
Entity Setup
Fees apply
IRS/FTB Audit Assistance
Fees apply
Due Diligence
Fees apply
one-on-one tax and business strategy meetings
--
CFO-Level Support
--
Popular Plan

gold plan

start at
$790
per month

Comprehensive support for mid-sized dental practices needing more in-depth financial guidance and strategic support

Bookkeeping
Monthly
Bank & Credit Card Reconciliation
Monthly
Comprehensive Financial Reports Preparation
Monthly
Annual Statement Of Information Filing
BOI Reporting Assistance
Business And Personal Tax Return Filing
Prompt Responses To Accounting Questions
Biannual Tax And Business Strategy Meetings
Assistance With IRS, FTB, And EDD Letters
Entity Setup
One per year
IRS/FTB Audit Assistance
Fees apply
Due Diligence
Fees apply
one-on-one tax and business strategy meetings
--
CFO-Level Support
--

diamond plan

start at
$1,450
per month

All-inclusive services for large or growing practices, including advanced financial support and IRS/FTB audit assistance

Bookkeeping
Monthly
Bank & Credit Card Reconciliation
Monthly
Comprehensive Financial Reports Preparation
Monthly
Annual Statement Of Information Filing
BOI Reporting Assistance
Business And Personal Tax Return Filing
Prompt Responses To Accounting Questions
Biannual Tax And Business Strategy Meetings
Assistance With IRS, FTB, And EDD Letters
Entity Setup
Two per year
IRS/FTB Audit Assistance
Due Diligence
one-on-one tax and business strategy meetings
CFO-Level Support
Pricing and Discounts

The exact price for Silver and Gold plans is based on your average monthly bank transactions.

Dental Practice Owner Cpa - Tax &Amp; Accounting Services

For the Diamond plan, pricing may vary depending on additional factors.

For Dental Practice Owners who don’t yet have an entity, accounting, or payroll system, if you choose to work with us, we’ll set up your entity (S Corp), accounting and payroll system for free. For setting up an entity, you’ll only pay the $100 state fee that we incur on your behalf.

Get Started in 4 Simple Steps

Reach Out

Send us a message below to get started. We’re excited to learn about your business.

1
01.

Schedule a Call

You’ll receive an email with a link to schedule a Zoom or phone call to discuss your needs, Within 24 hours.

2

02.

Review Contract

If we’re the right fit for your needs, we’ll send over a contract for your review.

3

03.

Get Started

Once signed, you’ll be assigned an expert accountant and tax professional to begin work immediately.

4

04.

Contact Us

Fill out the form, and we’ll contact you to discuss your needs and how we can help you achieve your goals.

Simplify Your Finances with Expert Support
Ready to take control of your financial future? At CA Dental & Medical CPA, we help Medical Practice | Center Owner streamline their bookkeeping, tax planning, and financial management.

Our success, echoed by our clients

Our healthcare clients share their experiences with our accounting services. Unfiltered feedback from dental and medical professionals we serve.

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